Sales Support Consultant
Springfield, Massachusetts, United States of America
Full Time
2 weeks ago
$69,000 - $90,500 USD
No Visa Sponsorship
Key skills
Communication
About this role
Role Overview
- Support the creation and execution of high-quality financial plans
- Manage data entry and ensure accuracy across planning software platforms
- Coordinate workflows between advisors and consultants
- Assist team members with plan analysis and strategy development
- Communicate plan progress to advisors and follow up on renewals
- Research workflow solutions and make recommendations
- Create presentation materials
Requirements
- High School Diploma
- 2+ years’ experience in financial services industry
- 1+ years' experience working with/supporting agencies or advisors
- Experience with eMoney or other financial planning Software
- Communication skills (verbal and written)
- Strong technological proficiency, with advanced skills in Excel, PowerPoint, and other digital platforms
- Robust research skills
- Organizational and interpersonal skills
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Professional development opportunities
- Bonus opportunities
- Access to learning content on Degreed and other informational platforms